Case StudyCase Study

Company Overview

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Sector

Headquarters

Acquisition

Sep. 2024

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

Aug. 2024

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

Mar. 2024

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

Oct. 2023

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

May 2023

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

Oct. 2022

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Sector

Headquarters

Acquisition

Aug. 2022

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Website

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Sector

Headquarters

Acquisition

Mar. 2022

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

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Website

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Sector

Headquarters

Acquisition

Jan. 2022

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

Otodata provides remote monitoring solutions to the residential and commercial fuels and industrial gas markets in the US, Canada, Middle East and South America. In addition, through the Tag Tracking brand, the company also provides anti-theft devices and services for vehicles in Quebec and Ontario.

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Sector

Industrial IOT

Headquarters

Montreal, QC

Acquisition

Dec. 2020

Status

Active Investment

Fund

RCF III

Value Creation

Approach

Installing the infrastructure and professionalization to support continued core market growth while targeting internal and external initiatives in product development and new end markets to build a diversified remote monitoring platform.

Add Scale & Technology Via Acquisition

Add Scale & Technology Via Acquisition

Pursue Organic Growth Via New Products & Geographic Expansion

Pursue Organic Growth Via New Products & Geographic Expansion

Reduce Hardware Cost Through Value Engineering

Reduce Hardware Cost Through Value Engineering

Company Overview

Company Highlights

Website

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Sector

Industrial Tech - IOT

Headquarters

Acquisition

Dec. 2020

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

Rochester Sensors (formerly Rochester Gauges) is a designer and manufacturer of sensors and gauges that measure levels of various liquids, including propane, diesel, gasoline, aircraft and other industrial fuels and gases. The company has facilities in Dallas, Texas USA; Mexico City, Mexico; Brussels, Belgium; Warwick, UK; Shannon, Ireland; and Shanghai, China.

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Sector

Advanced Manufacturing

Headquarters

Dallas, TX

Acquisition

May 2018

Status

Active Investment

Fund

RCF II

Value Creation

Approach

Leverage the company’s engineering expertise, intellectual property and low-cost manufacturing operations to reposition the business into high growth end markets through the organic development and acquisition of liquid level sensor technologies.

Add Scale & Technology Via Acquisition

Add Scale & Technology Via Acquisition

Increase Sensor Content

Increase Sensor Content

Operational Improvements

Operational Improvements

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Nov. 2022

Status

Active Investment

Fund

Value Creation

Approach

Company Overview

Founded in 2005, Summit Casing Services, LLC is a leading manufacturer of engineered products related to the cementation of wells during the drilling process, including solid body centralizers, bow spring centralizers, composite centralizers, float equipment, DV tools and reamers shoes. Summit maintains inventory as well as service presence in all major basins to serve customers nationwide.

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Sector

N/A

Headquarters

Fort Worth, TX

Acquisition

Apr. 2016

Status

Active Investment

Fund

RCF II

Value Creation

Approach

Company Overview

Founded in 1966 as a manufacturer of hardwood plywood panels used in cabinets, furniture, architectural elements and various other uses in residential and commercial construction.

Company Highlights

Website

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Sector

Industrials - Building Products

Headquarters

Eugene, OR

Acquisition

Oct. 2010

Status

Active Investment

Fund

RCF I

Value Creation

Approach

Company Overview

Global HR Research is a leading provider of pre-hire and onboarding solutions. The company has operations in Florida, Alabama and New Hampshire

Company Highlights

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Sector

Tech-Enabled Services

Headquarters

Fort Myers, FL

Acquisition

Apr. 2016

Status

Exited 2022

Fund

RCF II, III

Value Creation

Approach

Build a platform of scale through investments in internal systems and external facing technology, sales and marketing infrastructure and acquisitions that expand operations and add product capabilities. 

Add Scale & Capabilities via Acquisition

Add Scale & Capabilities via Acquisition

Build Organic Sales Function

Build Organic Sales Function

Business Process Improvement Through Technology Enhancement

Business Process Improvement Through Technology Enhancement

Company Overview

Created through a merger of Alderfer, founded in 1922 and Leidy’s, founded in 1893, All Holding Company, LLC is a regional producer of fresh and processed pork and turkey.

Company Highlights

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Sector

Industrials - Food Manufacturing

Headquarters

Harleysville, PA

Acquisition

Jun. 2016

Status

Exited 2022

Fund

RCF II

Value Creation

Approach

Company Overview

ATTOM Data Solutions (f.k.a. RealtyTrac) is a residential and commercial property data aggregation and data licensing business. ATTOM covers over 99% of the U.S. and offers consumer and enterprise data solutions

Company Highlights

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Sector

Tech-Enabled Services

Headquarters

Irvine, CA

Acquisition

Nov. 2011

Status

Exited 2019

Fund

RCF I

Value Creation

Approach

Transition from a single-product consumer-oriented foreclosure data business to an enterprise data licensing business through significantly expanding owned data assets, building automation and a robust data warehouse and establishing and growing a B2B sales and marketing function.

Reduce Data Acquisition Cost Via Automation

Reduce Data Acquisition Cost Via Automation

Increase TAM With Expanded Database

Increase TAM With Expanded Database

Increase Recurring Enterprise Data Licensing Revenue

Increase Recurring Enterprise Data Licensing Revenue

Company Overview

Company Highlights

Website

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Sector

Other

Headquarters

San Francisco, CA

Acquisition

Jul. 2009

Status

Exited 2016

Fund

RCF I

Value Creation

Approach

Company Overview

Founded in 1929 and operating throughout the San Francisco bay area, Andronico's Community Markets Inc. (“ACM”) operates specialty grocery markets offering a full selection of organic foods, specialty items and locally grown products along with conventional groceries.

Company Highlights

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Sector

Headquarters

Acquisition

Oct. 2011

Status

Exited 2017

Fund

Value Creation

Approach

Company Overview

Renwood Mills, LLC (formerly Midstate Mills) is a regional flour mill located in Newton, NC. The Company mills, mixes and packages flour for the food industry and serves (i) the grocery, retail and food service channels through both branded and private label products and (ii) the food manufacturing channels through its bulk flour capabilities. Founded in 1935.

Company Highlights

Website

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Sector

Industrials - Food Manufacturing

Headquarters

Newton, NC

Acquisition

Feb. 2013

Status

Exited 2016

Fund

RCF I

Value Creation

Approach

Company Overview

logistics service providers to the live poultry industry

Company Highlights

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Sector

Industrial -Services

Headquarters

Marshville, NC

Acquisition

Jun. 2019

Status

Exited 2023

Fund

RCF II

Value Creation

Approach

Company Overview

Provides hazard claim services for residential mortgage lenders and servicers

Company Highlights

Website

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Sector

Tech-Enabled Services

Headquarters

Dallas, TX

Acquisition

Mar. 2016

Status

Exited 2020

Fund

RCF II

Value Creation

Approach

Company Overview

Manufacturer of solid rod and tubular products used in the automotive exhaust, toys and lawn and garden markets.

Company Highlights

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Sector

Industrials - Auto Parts

Headquarters

Dyersberg, TN

Acquisition

Oct. 2009

Status

Exited 2018

Fund

RCF I

Value Creation

Approach

Company Overview

WACnGO is a leader for end-to-end telemetry solutions to best achieve logistic optimization and cost reduction for oil and gas distributors. WACnGO was established in 2006 and is based in Tel-Aviv, Israel with subsidiary companies in Brazil, Chile and the US.

Company Highlights

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Sector

Industrial Tech - IOT

Headquarters

Tel Aviv, Israel

Acquisition

Dec. 2021

Status

Active Investment

Fund

RCF III

Value Creation

Approach

Company Overview

Wise Telemetry is a leading provide of remote monitoring devices and services for the industrial gas industry. Founded in 2014 by Eric Wise, the company has the capacity to monitor every aspect of gas distribution from tank trucks and bulk tanks to dewars and cylinders.

Company Highlights

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Sector

Industrial Tech - IOT

Headquarters

Pittsburg, PA

Acquisition

Mar. 2021

Status

Active Investment

Fund

RCF III

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Industrial Tech - Sensors

Headquarters

St. Louis, MO

Acquisition

Nov. 2021

Status

Active Investment

Fund

RCF III

Value Creation

Approach

Company Overview

Fozmula specializes in the design, development and manufacture of a wide range of electro-mechanical, mechanical and electronic sensors and gauges for equipment requiring liquid level, temperature and pressure measurement. Fozmula has a global customer base across the power generation, specialty vehicle and construction equipment industries.

Company Highlights

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Sector

Industrial Tech - Sensors

Headquarters

Warwick, UK

Acquisition

Nov. 2019

Status

Active Investment

Fund

RCF II

Value Creation

Approach

Company Overview

FPI Sensors is a manufacturer of float level switches and liquid level sensors primarily utilizing reed switch technology. FPI serves customers utilizing many different end use applications including oil and water separators, wastewater treatment, fuel tanks, marine applications, chemical processing and construction equipment.

Company Highlights

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Sector

Industrial Tech - Sensors

Headquarters

Minneapolis, MN

Acquisition

Jun. 2019

Status

Active Investment

Fund

RCF II

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

N/A

Headquarters

Houston, TX

Acquisition

Aug. 2021

Status

Active Investment

Fund

RCF II

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Dec. 2012

Status

Active Investment

Fund

RCF I

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Dec. 2020

Status

Exited 2022

Fund

RCF II, III

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Jul. 2018

Status

Exited 2022

Fund

RCF II, III

Value Creation

Approach

Company Overview

Founded in 1999 and based in Gibbsboro, NJ, CSS Inc. provides a full suite of background screening and drug testing/occupational health services to SMB and enterprise clients across a wide range of industry verticals. The company combines these background screening and occupational health services with a wide range of drug testing and clinical products.

Company Highlights

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Sector

Headquarters

Acquisition

Mar. 2019

Status

Exited 2022

Fund

RCF II

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Feb. 2018

Status

Exited 2019

Fund

RCF I

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Apr. 2012

Status

Exited 2019

Fund

RCF I

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Dec. 2012

Status

Exited 2016

Fund

RCF I

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

May 2009

Status

Exited 2016

Fund

RCF I

Value Creation

Approach

Company Overview

Company Highlights

Website

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Sector

Headquarters

Acquisition

Mar. 2018

Status

Exited 2022

Fund

Value Creation

Approach